Sherri Desrosiers is a Chartered Professional Accountant (CPA, CA) and seasoned financial executive with over 20 years of experience in public accounting, financial leadership, and strategic business advisory. Having served as Chief Operating Officer, Controller, and senior public accounting leader, she brings a rare combination of technical accounting expertise, executive-level decision-making, and hands-on operational experience to her role as a virtual CFO at Zenbooks.

Throughout her career, Sherri has worked closely with entrepreneurs, executive teams, and boards of directors across a diverse range of industries, including professional services, manufacturing, construction, automotive retail, and nonprofit organizations. Her experience encompasses financial planning and analysis, cash flow management, budgeting, forecasting, tax planning, risk management, and organizational strategy.

Before joining Zenbooks, Sherri served as Chief Operating Officer of the Yellowstone to Yukon Conservation Initiative, where she oversaw financial operations, human resources, risk management, and organizational systems across Canada and the United States. She also spent six years as Controller for a multi-location automotive dealership group, managing financial reporting, cash flow, budgeting, tax strategies, and internal controls. Alongside these executive roles, she built an extensive career in public accounting, advising business owners on financial performance, operational improvements, and long-term planning.

At Zenbooks, Sherri draws on this breadth of experience to help business owners gain meaningful financial clarity and make informed decisions. She understands that effective financial leadership goes beyond producing accurate reports. It means translating complex financial information into practical insights, strengthening business processes, and helping leaders navigate growth, profitability, and operational challenges with confidence.

Known for her collaborative leadership style and relationship-focused approach, Sherri believes that strong financial partnerships are built on trust, clear communication, and an understanding of each client's unique goals. She is equally comfortable working through detailed financial reporting, advising on strategic decisions, and mentoring teams to build stronger, more efficient organizations.

Based in Salmon Arm, British Columbia, Sherri also has a background in wellness and entrepreneurship, including certifications in hot yoga instruction and Yamuna Body Rolling. Her diverse interests reflect a well-rounded approach to leadership, personal development, and building meaningful connections.

Areas of Expertise

• Virtual CFO & Strategic Financial Advisory: Financial planning, business strategy, executive-level decision support, and profitability improvement.
• Financial Management & Reporting: Cash flow management, budgeting, forecasting, financial analysis, and internal controls.
• Business Operations & Leadership: Operational efficiency, process improvement, organizational risk management, and leadership development.
• Public Accounting & Tax Planning: Corporate financial reporting, tax planning, compliance, and advisory services for owner-managed businesses.
• Systems & Process Optimization: Accounting systems implementation, financial workflow improvements, and reporting processes.
• Nonprofit & Multi-Entity Financial Management: Board reporting, audit coordination, cross-border organizational operations, and financial oversight.

Career Highlights

• Chief Operating Officer // Yellowstone to Yukon Conservation Initiative: Led finance, human resources, risk management, and organizational operations for a conservation nonprofit operating in Canada and the United States.
• Controller // Jacobson Ford Sales Ltd.: Directed financial management across two dealership locations and related entities, improving internal processes and supporting business performance.
• Senior Manager // Public Accounting: Led accounting teams, oversaw financial statement and corporate tax preparation, and supported client relationships and practice operations.
• CFO / Director / Manager // Public Accounting Practice: Provided accounting, tax planning, operational advisory, and business coaching services to clients across multiple industries.
• Financial Leadership & Entrepreneurship: Held senior finance and management roles in nonprofit and privately owned businesses, including experience in business ownership and operations.

Certifications & Education

• Chartered Professional Accountant (CPA)
• Chartered Accountant (CA) - Institute of Chartered Accountants of Alberta
• Certified Hot Yoga Instructor - Barkan Method of Hot Yoga
• Certified Yamuna Body Rolling Instructor

Community & Professional Involvement

• Bow Valley SPCA: Former Treasurer
• Chartered Accountant School of Business: Former Online Facilitator
• YWCA of Banff: Former Director of Finance and Human Resources